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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,419 | $81,504-44.3% | $102,437-55.7% | $80,959-43.9% |
| Participation rate | 38.5% | 66.9%-28.3pp | 74.5%-36.0pp | 67.7%-29.1pp |
| Annual return | 17.10% | 25.60%-8.5pp | 24.95%-7.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,725 | $3,104-44.4% | $3,871-55.4% | $2,757-37.4% |
| Participant deferral / active EE | $3,398 | $3,871-12.2% | $5,060-32.8% | $4,300-21.0% |
| Admin fee / account holder | $2,037 | $6,719-69.7% | $8,388-75.7% | $6,925-70.6% |